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Edward Jones - Financial Advisor: Sarah Weems, ABFP™ - Lusby, Maryland

❓ FAQ 👍 Reviews 📌 Map ℹ️ Information ⏰ Hours

Address: 12865 H G Trueman Rd Ste 2-A, Lusby, MD 20657.
Phone: 03943686.
Website: edwardjones.com
Specialties: Financial consultant, Finance broker, Investment service, Stock broker.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 5 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Edward Jones - Financial Advisor: Sarah Weems, ABFP™

Edward Jones - Financial Advisor: Sarah Weems, ABFP™ 12865 H G Trueman Rd Ste 2-A, Lusby, MD 20657
☎️03943686

⏰ Open Hours of Edward Jones - Financial Advisor: Sarah Weems, ABFP™

  • Monday: 9 AM–4 PM
  • Tuesday: 9 AM–4 PM
  • Wednesday: 9 AM–4 PM
  • Thursday: 9 AM–4 PM
  • Friday: 9 AM–4 PM
  • Saturday: Closed
  • Sunday: Closed

Edward Jones - Financial Advisor: Sarah Weems, ABFP™

Located at 12865 H G Trueman Rd Ste 2-A, Lusby, MD 20657, Edward Jones' office, headed by Sarah Weems, ABFP™, is a trusted financial services provider dedicated to serving the local community. With a commitment to personalized service and a focus on individual needs, Sarah Weems and her team strive to help clients achieve their long-term financial goals.

Main Services

  • Financial Consultation: Sarah Weems, as an Accredited Business Financial Professional™, offers comprehensive financial consultations. She helps clients understand their financial situation, identify their goals, and develop tailored strategies to achieve them.
  • Investment Services: The office provides a wide range of investment services, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs). They work closely with clients to create diversified portfolios aligned with their risk tolerance and investment objectives.
  • Retirement Planning: Edward Jones offers retirement planning services to help clients prepare for their golden years. This includes strategies for retirement savings, pension plans, and Social Security optimization.
  • Estate Planning: The office assists clients in planning for the transfer of their wealth to their heirs. Services include will preparation, trust creation, and inheritance tax planning.
  • Education Planning: Sarah Weems and her team help clients save for their children's or grandchildren's education through strategies like 529 college savings plans.
  • Insurance Services: They offer insurance services to protect clients' assets and loved ones. This includes life insurance, disability income insurance, and long-term care insurance.
  • Business Services: The office provides financial services for business owners, including business succession planning, employee benefits, and retirement plans.

Location and Access

Edward Jones' office is situated in the heart of Lusby, Maryland, at 12865 H G Trueman Rd Ste 2-A. The office is conveniently located near the intersection of MD-4 and MD-234, providing easy access from major roads. It is approximately 15 minutes away from Solomons Island and 20 minutes from Prince Frederick.

Public Transportation: The office is not directly served by public transportation. However, it is about a 10-minute walk from the Lusby Transit Center, where several bus routes operated by TheBus operate.

Parking: The office offers ample, free parking for clients. The parking lot is wheelchair accessible, with designated spaces available near the entrance.

Featured Characteristics

  • Wheelchair Accessibility: The office is wheelchair accessible, with a ramp leading to the entrance and a wheelchair-accessible restroom available.
  • Appointment-Based Service: While walk-ins are welcome, the office encourages clients to schedule appointments to ensure they receive the full attention and personalized service they deserve.
  • Community Involvement: Sarah Weems and her team are actively involved in the local community. They often participate in and sponsor local events and initiatives, demonstrating their commitment to Lusby and its residents.

Practical Information

  • Hours of Operation: The office is typically open Monday through Friday, from 8:00 AM to 4:30 PM. However, these hours may vary, and it is recommended to call ahead or check the website for the most up-to-date information.
  • Contact Information:
  • Social Media: The office maintains an active presence on Facebook, where they share updates, financial tips, and community news. Clients and potential clients can follow them at facebook.com/EdwardJonesSarahWeems.

Positive Aspects from Reviews

Edward Jones and Sarah Weems have received overwhelmingly positive reviews from clients. On Google My Business, the office has an average rating of 5/5 stars from 5 reviews.

  • Personalized Service: Many clients praise Sarah Weems and her team for their personalized, attentive service. They appreciate that the office takes the time to understand their unique financial situations and goals.
  • Knowledge and Expertise: Clients often comment on Sarah Weems' expertise and knowledge in financial planning and investment strategies. They feel confident in her ability to guide them toward their financial objectives.
  • Community Connection: Several reviews mention the office's strong connection to the Lusby community. Clients appreciate that Sarah Weems and her team are invested in the community's well-being and success.
  • Accessibility and Convenience: The office's convenient location and wheelchair accessibility have also been praised by clients. They appreciate that the office is easy to get to and accommodates their needs.

In conclusion, Edward Jones' office, led by Sarah Weems, ABFP™, offers a comprehensive range of financial services tailored to the unique needs of each client. With a commitment to personalized service, community involvement, and a convenient location, the office has earned a reputation as a trusted financial partner in Lusby and the surrounding area.

👍 Reviews of Edward Jones - Financial Advisor: Sarah Weems, ABFP™

Edward Jones - Financial Advisor: Sarah Weems, ABFP™ - Lusby, Maryland
Meg F.
5/5

My husband and I just began working with Sarah with moving funds from our previous employers into vested stocks for retirement. We absolutely adore Sarah and the expertise of her team! She makes it a very avid point to walk us through the process of what times of investments to get the most long term growth, shows compassion with our lives as a whole, and makes it a point to keep an open line whenever we have questions. We feel extremely confident leaving our money with someone who genuinely takes the time to know us as people, our goals down the road, and what's going on in the now. We are kicking ourselves that we didn't start this whole process sooner, but we are so grateful we did and it's with Sarah and Edward Jones.

Edward Jones - Financial Advisor: Sarah Weems, ABFP™ - Lusby, Maryland
Marisa O.
5/5

I can truly say Sarah Weems has been our best choice for a financial advisor. She excels in listening, giving perspective, and preparing me and my family for our future. She has demonstrated an excellent understanding of my financial needs and goals and delivers her advice with these clearly in mind. I have complete confidence in her and her professional abilities.

Edward Jones - Financial Advisor: Sarah Weems, ABFP™ - Lusby, Maryland
Jasper O.
5/5

Sarah and her team are professional and great!

Edward Jones - Financial Advisor: Sarah Weems, ABFP™ - Lusby, Maryland
Sheila C.
5/5

Sarah and her team are phenomenal!

Edward Jones - Financial Advisor: Sarah Weems, ABFP™ - Lusby, Maryland
Roseanna V.
5/5

Edward Jones - Financial Advisor: Sarah Weems, ABFP™ - Lusby, Maryland
Kaitlyn P.
5/5

If I could invest directly in Sarah Weems, I would — and I’d be filthy stinking rich. She is, hands down, the best financial advisor in the business. From the very beginning, Sarah has brought a level of responsiveness, organization, and thoughtfulness that is truly unmatched. She doesn't just check boxes — she listens, understands your goals deeply, and approaches everything with a rare blend of professionalism and genuine empathy.

Working with Sarah is like stepping into a well-oiled machine that runs flawlessly within Edward Jones, but it goes even further. She seamlessly integrates herself into your broader financial network — CPAs, estate planners, and beyond — to create a cohesive, stress-free experience. I never have to follow up or worry about babysitting requests; when Sarah says something will get done, it gets done, and done right.

Several of our family members have transitioned to her services, and every single one of them has said the same thing: they wish they had made the switch sooner. The difference in care, communication, and overall experience is night and day compared to what they had before.

Sarah shows up for every client with her full expertise and heart, no matter their background or financial standing. She sets the bar impossibly high, and somehow keeps exceeding it. Truly, if you’re looking for someone to trust with your financial future, Sarah Weems is the gold standard.

Edward Jones - Financial Advisor: Sarah Weems, ABFP™ - Lusby, Maryland
Meg F.
5/5

My husband and I just began working with Sarah with moving funds from our previous employers into vested stocks for retirement. We absolutely adore Sarah and the expertise of her team! She makes it a very avid point to walk us through the process of what times of investments to get the most long term growth, shows compassion with our lives as a whole, and makes it a point to keep an open line whenever we have questions. We feel extremely confident leaving our money with someone who genuinely takes the time to know us as people, our goals down the road, and what's going on in the now. We are kicking ourselves that we didn't start this whole process sooner, but we are so grateful we did and it's with Sarah and Edward Jones.

Edward Jones - Financial Advisor: Sarah Weems, ABFP™ - Lusby, Maryland
Marisa O.
5/5

I can truly say Sarah Weems has been our best choice for a financial advisor. She excels in listening, giving perspective, and preparing me and my family for our future. She has demonstrated an excellent understanding of my financial needs and goals and delivers her advice with these clearly in mind. I have complete confidence in her and her professional abilities.

Edward Jones - Financial Advisor: Sarah Weems, ABFP™ - Lusby, Maryland
Jasper O.
5/5

Sarah and her team are professional and great!

Edward Jones - Financial Advisor: Sarah Weems, ABFP™ - Lusby, Maryland
Sheila C.
5/5

Sarah and her team are phenomenal!

Edward Jones - Financial Advisor: Sarah Weems, ABFP™ - Lusby, Maryland
Roseanna V.
5/5

Edward Jones - Financial Advisor: Sarah Weems, ABFP™ - Lusby, Maryland
Kaitlyn P.
5/5

If I could invest directly in Sarah Weems, I would — and I’d be filthy stinking rich. She is, hands down, the best financial advisor in the business. From the very beginning, Sarah has brought a level of responsiveness, organization, and thoughtfulness that is truly unmatched. She doesn't just check boxes — she listens, understands your goals deeply, and approaches everything with a rare blend of professionalism and genuine empathy.

Working with Sarah is like stepping into a well-oiled machine that runs flawlessly within Edward Jones, but it goes even further. She seamlessly integrates herself into your broader financial network — CPAs, estate planners, and beyond — to create a cohesive, stress-free experience. I never have to follow up or worry about babysitting requests; when Sarah says something will get done, it gets done, and done right.

Several of our family members have transitioned to her services, and every single one of them has said the same thing: they wish they had made the switch sooner. The difference in care, communication, and overall experience is night and day compared to what they had before.

Sarah shows up for every client with her full expertise and heart, no matter their background or financial standing. She sets the bar impossibly high, and somehow keeps exceeding it. Truly, if you’re looking for someone to trust with your financial future, Sarah Weems is the gold standard.

Edward Jones - Financial Advisor: Sarah Weems, ABFP™ - Lusby, Maryland
Meg F.
5/5

My husband and I just began working with Sarah with moving funds from our previous employers into vested stocks for retirement. We absolutely adore Sarah and the expertise of her team! She makes it a very avid point to walk us through the process of what times of investments to get the most long term growth, shows compassion with our lives as a whole, and makes it a point to keep an open line whenever we have questions. We feel extremely confident leaving our money with someone who genuinely takes the time to know us as people, our goals down the road, and what's going on in the now. We are kicking ourselves that we didn't start this whole process sooner, but we are so grateful we did and it's with Sarah and Edward Jones.

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